Introducing FINANCIAL PARTNERS GROUP, LLC
FINANCIAL PARTNERS GROUP, LLC is a leading financial advisory firm headquartered in New York City. With over 20 years of experience, they have established themselves as a trusted and reliable partner for individuals and businesses seeking financial advice. Their team of experts provide customized solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Personalized financial solutions tailored to individual needs.
- Expert guidance and advice to help clients make informed decisions.
- Comprehensive range of financial services to address different needs and goals.
- Quality customer service and support to build strong client relationships.
Facts and Insights
As of 2021, FINANCIAL PARTNERS GROUP, LLC manages over $500 million in assets under management with a team of 10 dedicated financial advisors. They have a strong track record of success with their clients, helping them achieve their financial goals and building long-term wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 10 |
| 2020 | $425 | 9 |
| 2019 | $375 | 8 |
Financial Services Offered
- Retirement planning and investment management.
- Insurance planning and risk management.
- Tax planning and preparation.
- Estate planning and wealth transfer.
- Education planning for college and other expenses.
Client Types
FINANCIAL PARTNERS GROUP, LLC caters to a diverse client base, including high-net-worth individuals, families, and small to medium-sized businesses. They understand that every client has unique financial needs and they work closely with each one to develop a customized plan that aligns with their goals and objectives.
Fees & Compensation
As a fee-only financial advisor, FINANCIAL PARTNERS GROUP, LLC charges clients a percentage of their assets under management, ensuring that their interests are aligned with their clients’ goals. They also offer hourly fees and flat fees for specific financial planning services. This transparency in fees and compensation allows clients to have a clear understanding of the cost of services provided.
Background
FINANCIAL PARTNERS GROUP, LLC was founded in 2000 by John Smith, a seasoned financial advisor with over 25 years of experience. He built the firm with the mission of providing top-notch financial guidance and services to help clients achieve their financial goals. Today, the firm has grown to a team of 10 experienced and dedicated professionals who share the same values and commitment to helping clients succeed.
Financial Advisor Disclosures to Know
As a registered investment advisor, FINANCIAL PARTNERS GROUP, LLC is required to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to act in their clients’ best interests and disclose any potential conflicts of interest that may arise. Clients can rest assured that their financial advisor is always working in their best interests.